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CRM for Financial and Insurance Markets
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
 

 insurance agency los angeles


]project-open[
The ]project-open[ Web-based project management application covers essential functionality for project/portfolio management, CRM, finance, human resources

insurance agency los angeles  project-open[ The ]project-open[ Web-based project management application covers essential functionality for project/portfolio management, CRM, finance, human resources, knowledge management, and more. ]project-open[ solutions target the following: - Agency use, especially for advertising or Internet agencies with requirements for collaboration, cost accounting, invoicing, and access security. - IT service management (ITSM), for monitoring IT projects, financial aspects, and BI-style reporting. -

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CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons... Get this template

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CRM for Financial and Insurance Markets
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...

Documents related to » insurance agency los angeles

HIPAA Compliance and the eSureIT Online Backup Service


The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements.

insurance agency los angeles  Service The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements. Read More

CRM for Financial and Insurance Markets


Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

insurance agency los angeles  for Financial and Insurance Markets Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide Read More

AlphaMedica Gets Clean Bill of Health with QuickBooks Enterprise Solutions


The medical marketing agency AlphaMedica, based in New York, New York (US), is a fast-growing business. It needed an accounting system that could keep up with a flurry of activity, generate quick payments and reports, and link smoothly to the in-house systems used to manage the more specialized aspects of its business. For help, it turned to QuickBooks Enterprise Solutions.

insurance agency los angeles  Gets Clean Bill of Health with QuickBooks Enterprise Solutions The medical marketing agency AlphaMedica, based in New York, New York (US), is a fast-growing business. It needed an accounting system that could keep up with a flurry of activity, generate quick payments and reports, and link smoothly to the in-house systems used to manage the more specialized aspects of its business. For help, it turned to QuickBooks Enterprise Solutions. Read More

The Whitelisting of America: Security for IT


Once upon a time around 1995, the well-known American agency, the National Security Agency (NSA), decided that there was no computer operating system that was adequately secure for their needs.  In analyzing the risks, they found that while UNIX was the most secure, they needed additional protection. They looked at the industry of anti-virus protection, at problems with Trojan software, at the

insurance agency los angeles  Whitelisting of America: Security for IT Once upon a time around 1995, the well-known American agency, the National Security Agency (NSA), decided that there was no computer operating system that was adequately secure for their needs.  In analyzing the risks, they found that while UNIX was the most secure, they needed additional protection. They looked at the industry of anti-virus protection, at problems with Trojan software, at the problem of keeping up with virus authors, and at the requirement for Read More

Sciforma Corporation


Based in Los Gatos, California (US), Sciforma Corporation provides project and process management software solutions and services to a worldwide customer base. It has been in business for over twenty-three years starting in 1982, with the introduction of the first PC DOS project management product, Project Scheduler, and enterprise-level solutions. Its name means "the science of planning" and is derived from the English word "science" and the Latin word "forma" which means plan. Sciforma develops enterprise project management software, PSNext (Web-based project management), PS8, and Project Communicator (Windows desktop-based project management), and real-world process mapping and simulation software, Sciforma Process. Sciforma Corporation has offices in the United States and an established network of international partnerships and subsidiaries to support customers throughout the world.

insurance agency los angeles  evaluation of sciforma software,sciforma corporation psnext cost Read More

Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

insurance agency los angeles  Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”). Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business Read More
Polymita Technologies

Estudio de caso: Polymita crea el portal del Hospital Sant Joan de Déu


El Hospital Sant Joan de Déu, uno de los hospitales más importantes de España, recurrió a Polymita para crear su web corporativa, una intranet personalizada para cada uno de sus trabajadores y automatizar sus procesos internos. Las soluciones BPM y ECM de Polymita llevaron al hospital a ganar el Premio al Mejor Portal del Empleado, y a lograr una gestión unificada de personas, procesos y contenidos.

insurance agency los angeles   Read More

Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

insurance agency los angeles  the Customer-centric Enterprise The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain. Read More

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

insurance agency los angeles  wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life sciences, retail/consumer products, communications/media, public sector, and automotive/manufacturing.   Having dealt with its customers’ business Read More

ORSA, the Corner Stone of the Solvency II Regime


The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs.

insurance agency los angeles  regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs. Read More

The Sarbanes-Oxley Act May Be Just the Tip of a Compliance Iceberg


The Sarbanes-Oxley Act is not the only government regulation that enterprises must comply with. Several others make it imperative that appropriate enterprise resource planning and financial management systems provide comprehensive sets of financials and analytics capabilities to ensure compliance.

insurance agency los angeles  the patient privacy Health Insurance Portability and Accountability Act ([HIPAA], see HIPAA-Watch for Security Speeds Up Compliance ); Consolidated Omnibus Budget Reconciliation Act (COBRA); Occupational Safety and Health Administration (OSHA); Employee Retirement Income Security Ac t (ERISA); discrimination and harassment regulations; union agreements (where applicable); and those of the Financial Accounting Standards Board (FASB). Given that we live in a litigation-happy society, where a company is Read More

TECNA & Meta4 PeopleNet


Tecna es una empresa de Ingeniería con 30 años en el mercado del gas y el petróleo, que ha tenido un crecimiento exponencial que generó la necesidad de contar con un software de gerencia de RRHH que permita no sólo pagar los sueldos sino también gerenciar con una herramienta probada en el mercado los recursos humanos de la compañía.

insurance agency los angeles   Read More

How Missing Metadata Affects Text Optimization


When portable document format (PDF) documents are used for medical records, insurance policies, judicial statements—or anywhere that timely and efficient processing of documents is required— inaccurate or illegible characters are unacceptable. Learn how missing or incorrect metadata affects onscreen text rendering in PDF files, and find out how to minimize or prevent the effects of missing metadata.

insurance agency los angeles  cornerstone of medical records, insurance policies, or judicial statements, there is no room for inaccuracies or difficult legibility. Their content must contain clarity and undisputable accuracy. The same expectations are also warranted in PDF application environments that rely on the timely and efficient processing of documents to avoid software crashes and production interruptions. As our reliance on PDF continues to grow, so does our dependence. The recent emergence (and importance) of PDF/A as a Read More

The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

insurance agency los angeles  would work at an insurance call center : Receive – A New York customer wants to add boat coverage to his homeowners and auto insurance plan. He or she goes to the online portal, gets partially through, but has questions about what happens if he or she moors in Maine in the summer, but brings the boat back for storage in New York in winter. He or she picks up the phone, switching from the Web to the phone channel. Research  – In the background, the system pre-determines that the local insurance Read More